See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,943 | $99,341-55.8% | $84,750-48.2% | $273,961-84.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.00% | 22.93%-18.9pp | 22.78%-18.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $12,911 | $4,214+206.4% | $3,574+261.2% | $4,869+165.2% |
| Participant deferral / active EE | $1,726 | $4,269-59.6% | $3,712-53.5% | $5,287-67.4% |
| Admin fee / account holder | $236 | $6,644-96.5% | $5,332-95.6% | $10,132-97.7% |